Purchases and Sales Made in Q4 2021 in Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALLCAP 600 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.34M - $1.49M
|
13.5K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.5K+ 329.2% |
$1.34M - $1.49M
|
17.6K
$2.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13K+ 590.78% |
$1.29M - $1.44M
|
15.2K
$1.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
12.8K+ 19.77% |
$1.27M - $1.42M
|
77.4K
$9.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
12.2KNew |
$1.21M - $1.36M
|
12.2K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
12.1KNew |
$1.2M - $1.34M
|
12.1K
$1.41M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
11.9K+ 37.31% |
$1.18M - $1.31M
|
43.7K
$5.12M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.6K+ 23.84% |
$1.15M - $1.28M
|
60.2K
$7.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
10.9K+ 16.81% |
$1.08M - $1.21M
|
76K
$8.91M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 2.43% |
$1.07M - $1.2M
|
455K
$53.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
10.5KNew |
$1.04M - $1.16M
|
10.5K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10.4K+ 15.92% |
$1.03M - $1.15M
|
75.9K
$8.89M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 3.78% |
$1.03M - $1.15M
|
286K
$33.5M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
10.3K+ 99.21% |
$1.02M - $1.14M
|
20.6K
$2.42M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 417.23% |
$1.02M - $1.14M
|
12.7K
$1.49M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2K+ 11.67% |
$1.01M - $1.13M
|
97.9K
$11.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.2K+ 46.41% |
$1.01M - $1.13M
|
32.1K
$3.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
10.1KNew |
$999K - $1.12M
|
10.1K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.28K+ 38.53% |
$919K - $1.03M
|
33.3K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.22K+ 19.36% |
$914K - $1.02M
|
56.8K
$6.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
8.38KNew |
$831K - $928K
|
8.38K
$981K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.11K+ 21.75% |
$804K - $898K
|
45.4K
$5.31M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
7.68KNew |
$761K - $851K
|
7.68K
$899K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.48K+ 11.08% |
$741K - $828K
|
75K
$8.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.93K+ 38.45% |
$687K - $768K
|
25K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.72K+ 9.97% |
$666K - $745K
|
74.2K
$8.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6.45KNew |
$639K - $714K
|
6.45K
$755K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 1.85% |
$639K - $714K
|
354K
$41.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
6.35KNew |
$630K - $704K
|
6.35K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
6.29K+ 5.48% |
$623K - $696K
|
121K
$14.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.23KNew |
$617K - $690K
|
6.23K
$729K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
6.06KNew |
$601K - $671K
|
6.06K
$710K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.03KNew |
$598K - $668K
|
6.03K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.95K+ 81.4% |
$590K - $659K
|
13.3K
$1.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.92KNew |
$586K - $655K
|
5.92K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.88K+ 37.3% |
$583K - $651K
|
21.6K
$2.53M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.63KNew |
$558K - $624K
|
5.63K
$660K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 69.84% |
$543K - $606K
|
13.3K
$1.56M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.37KNew |
$533K - $595K
|
5.37K
$629K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.06KNew |
$501K - $560K
|
5.06K
$592K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.02KNew |
$498K - $556K
|
5.02K
$588K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.9KNew |
$485K - $542K
|
4.9K
$573K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.87K+ 28.51% |
$483K - $540K
|
22K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.87K+ 42.09% |
$483K - $540K
|
16.4K
$1.93M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
4.86KNew |
$482K - $538K
|
4.86K
$569K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.79K+ 2.32% |
$475K - $531K
|
212K
$24.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.61KNew |
$457K - $510K
|
4.61K
$540K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.45K+ 19.87% |
$441K - $493K
|
26.9K
$3.14M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.4KNew |
$436K - $487K
|
4.4K
$515K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.16K+ 29.77% |
$412K - $461K
|
18.1K
$2.12M
|